Oh hey LoneScaler! 👋
🔍 "Contact Tracking" workflow ➡
Description: Keep track of your customers, users, champions, and prospects when they have job changes
Input: A list of contact (people)
in orange ➡ an example of input data
in blue ➡ the output result
Test payload: Here you can download the example of test payload (our dedicated article about test payload)
🤓 "Contact Tracking" is not the only kind of workflow you can create! Discover 2 other workflows
☀️ Prepare your contacts list
First, you need to create a list of Contacts to enrich it. You can create a list with different kinds of data, but some are more powerful.
1️⃣ Prepare the contacts field
Do you have your contacts' LinkedIn URLs? If yes, go directly to part next section "2️⃣ Extract the contacts list".
If you don't have your contacts' LinkedIn URLs, LoneScale can retrieve them. More information we will have from the following, more reliable the results will be: "linkedin_url", "full_name", "first_name", "last_name", "location", "current_position", "company_name"; "email". Some examples:
% of success
full_name + company_name + location + current_position
full_name + company_name + location
full_name + company_name + current_position
full_name + location
full_name + current_position
💡 Tips: Connect your CRM in a few clicks and forget spreadsheet
2️⃣ If your CRM is not connected to LoneScale: Extract the contacts list from your CRM, database, or data source
💡 Tips: LoneScale keeps your custom column. For example, use your CRM_id to easily match your contacts when you update them in your CRM.
☀️ Create a "Contact Tracking" workflow
1️⃣ Let's get started! Click on the + button to add your first workflow!
Add a workflow
Choose "Contact Tracking"
2️⃣ Choose the contacts you want to enrich
Select a list -
First, you need to create a list
Then, you can choose one or more lists of contacts you want to update
3️⃣ Choose if you want to retrieve the Linkedin URL -
If you check the box "Find the LinkedIn URL (for the contact who do not have one)" -> LoneScale will retrieve the Linkedin URL for contact who doesn't have one and enrich all the contacts
If you don't check it, LoneScale will only enrich all the contact with a Linkedin URL
4️⃣ Workflow Settings
Choose a name -
To identify your workflows easily
Set a running periodicity -
Choose the number of days you want
For example, if you set "30" days, your workflow will run every 30 days
You can also create a one-shot workflow ➡ more information about periodicity here
You can't choose less than 30 days
If you want, you can push the results on a connection (more info here!)
4️⃣ Click on "Save Workflow" and watch the magic happen! ✨
Now you know how to create workflows, learn how to edit them, understand their status, or delete them when you don't need them anymore!
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️